Functions available in Pipedrive
bring sales and management to the next level!
Pipedrive, a visual sales management tool, is designed specifically for sales personnel and has numerous automation features and security certifications. By combining applications and more than 200 types of working software, you can manage sales activities no matter when and where you are, extending a convenient and comprehensive user experience.
Centralized management of sales information
In the same Pipedrive interface, you can centrally manage all sales information, including tracking emails to and from customers, contact information, sales records, and document files, so you can master all the information you need for sales at once.
Email automation, calendar scheduling
Pipedrive makes it easy to automate repetitive tasks like sending emails and setting calendar appointments. It will significantly reduce tedious work and create a work environment for your sales team with half the effort.
The Nearby feature
Download Pipedrive’s free iOS and Android apps to easily access information on your phone or tablet. You can also use the “Nearby” feature to visit nearby customers and increase your sales opportunities.
Data visualization
The sales progress of each deal is visualized, from an Excel spreadsheet to a clearer sorting of deals that allows you to grasp “what to do next” at a glance, so that each action can be performed with precision.
Import data from Excel easily
Simply set up the data fields in Pipedrive and import data from Excel, CSV files or other CRM systems in one go, from setup to operation in less than a day!
Supports over 200 integrations
Pipedrive can be integrated with common software and tools used in the workplace. For example, Google Workspace (G Suite), Trello, Slack, etc., to create a smoother, more productive workflow.
Automation and effectiveness
Pipedrive’s automated features not only help you with repetitive tasks like mailings and calendar scheduling, but also work with AI sales assistants to provide customization and optimization suggestions and sync account update announcements with other members to ensure a transparent flow of information within the team so team members can continue their workflow smoothly.
- The AI sales assistant regularly analyzes your usage habits, recommends suitable application functions and makes optimization recommendations.
- Smart Contact Data helps you automatically collect all public information of your leads on other platforms.
- Pipedrive’s open API allows you to freely create more custom functions.
Security & Privacy
Pipedrive provides a secure and transparent environment that allows you to easily track key events such as account login and data export, such as setting up SSO single sign-on and dual sign-on authentication to increase login security. In addition, Pipedrive has passed SOC2 (Service Organization Control), ISO /IEC 27001:2013 (Information Security Management Standards), and other international certifications, promising to protect data uploaded by users without worrying about information security.
- Pipedrive’s Security Centre allows you to track your team members’ software usage and detect anomalies in real-time.
- Manage each user account’s login and access permissions individually.
- Dedicated Pipedrive data protection officers are responsible for all data used in compliance with the GDPR to protect users’ rights.
Schedule for Consultation
Interested to learn more about Pipedrive (CRM)?
Fill in the form for phone consultation
Book Now